TOCQX
Price
$45.25
Change
-$0.06 (-0.13%)
Updated
May 9 closing price
Net Assets
449.61M
VSMPX
Price
$253.89
Change
-$0.15 (-0.06%)
Updated
May 9 closing price
Net Assets
1.72T
Ad is loading...

TOCQX vs VSMPX

Header iconTOCQX vs VSMPX Comparison
Open Charts TOCQX vs VSMPXBanner chart's image
Tocqueville
Price$45.25
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets449.61M
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.89
Change-$0.15 (-0.06%)
VolumeN/A
Net Assets1.72T
TOCQX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
TOCQX vs. VSMPX commentary
May 12, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is TOCQX is a Buy and VSMPX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. TOCQX (450M). VSMPX pays higher dividends than TOCQX: VSMPX (1.37) vs TOCQX (0.24). TOCQX was incepted earlier than VSMPX: TOCQX (38 years) vs VSMPX (10 years). TOCQX (1.35) is less costly to investors than VSMPX (0.02). TOCQX is a more actively managed with annual turnover of: 18.00 vs. VSMPX (2.00). TOCQX has a lower initial minimum investment than VSMPX: TOCQX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.97 vs. TOCQX (-1.88). VSMPX return over 5 years is better than : 89.26 vs. TOCQX (42.18).
TOCQXVSMPXTOCQX / VSMPX
Total Expense Ratio1.200.026,000%
Annual Report Gross Expense Ratio1.350.026,750%
Fund Existence38 years10 years-
Gain YTD-3.188-4.01080%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets450M1.72T0%
Annual Yield % from dividends0.241.3718%
Returns for 1 year-1.887.97-24%
Returns for 3 years11.6640.1329%
Returns for 5 years42.1889.2647%
Returns for 10 years39.24157.3825%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CCACX21.350.01
+0.05%
Calvert Mid-Cap C
CAPRX8.55N/A
N/A
Federated Hermes Capital Income R
SVAAX5.98N/A
N/A
Federated Hermes Strategic Value Div A
STRNX53.13-0.05
-0.09%
Sterling Capital MdCp Relatv Val C
HNSGX12.75-0.11
-0.86%
Harbor Small Cap Growth Retirement